See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,482 | $106,515-90.2% | $96,683-89.2% | $139,434-92.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 53.71% | 38.43%+15.3pp | 35.69%+18.0pp | 372.94%-319.2pp |
| Employer contribution / active EE | $2,189 | $4,103-46.6% | $3,737-41.4% | $4,751-53.9% |
| Participant deferral / active EE | $5,566 | $5,454+2.0% | $4,878+14.1% | $6,710-17.1% |
| Admin fee / account holder | $60 | $7,877-99.2% | $6,730-99.1% | $11,403-99.5% |